Highly regarded, Dr Mitch Levin and Corporate Finance Solutions are widely recognized as the leading authority on getting you more for your business transition, more quickly, especially to your next generation, whether family or insiders, with fewer costs, and less risk.
And owners seeking business-building breakthroughs have been engaging Dr Mitch their successful growth in sales and profits and wealth… for four decades.
Mitch has personally built, bought and sold over 35 business entities for himself and his family. Along the way he sought the sophisticated Strategies used by Wall Street, including tax mitigation and transition systems that he then further developed and refined these for your Main
Street business.
“Wall Street Strategies For Your Main Street Business”
Florida Corporate Finance, since 1988, and now merged into Corporate Finance Solutions (www.CoFinSol.com), as of 2023 has served over 298 national and even some international private business clients, with over $3.4 billion in assets built, bought, and sold to private investors and public enterprises.
Virtually all of those enjoyed major tax mitigation strategies and transition systems. Mitch commits that if you qualify, you, too, will enjoy the advantages of these strategies and systems. You will get and keep more. And your next generation will succeed as well. All with less risk and at lower cost.
Mitch has been investing in, mentoring and financing businesses since the 1980s. Over the years, he has gained expertise in business growth strategies, strategic planning, cash-flow optimization, personal wealth development, management, sales, succession planning, generational transfers, mergers and acquisitions as well as asset protection planning and major Tax mitigation strategies.
Mitch’s career began in the health-care field in 1986, through financing, opening, owning and operating a large series of eye surgery practices and surgery centers in Central Florida. Over the next 15 years, he included ownership of “Horizon” consisting of 42 independent and free- standing MRIs in seven states, and “St. Vincent’s Rehab Clinics” in Illinois and Florida. He sold the whole health care package twice. Once to a publicly traded company. Then again to a private company. Yes. Twice sold the same asset—and profitably both times.
After retiring as a successful eye surgeon, Mitch continues to work as a business coach, serial entrepreneur and investor. Enjoying new-found time, from 2003-2020, he became active in philanthropy as major donor and president of an opera company, and then a large foundation, followed by serving as president of his Park City, Utah home owners association for another 7 years.
As owner, operator, and landlord of various commercial office buildings (the largest being 90,000 sf) Mitch also brings a wealth of experience in real estate.
In 2010, Mitch founded and was the CEO and Managing Director of Summit Wealth Partners (www.MySummitWealth.com) one of America’s largest national Registered Investment Advisory, and its affiliates (offices in Arizona, Jacksonville, Michigan, Naples, and Orlando), which he also sold in 2017. Those companies were primarily grown by coaching and consulting other business owners on how to grow.
Dr Mitch is a 4-time national best-selling author, speaker, trusted expert, investor, and business coach. He has also been featured in Barrons, Wall Street Journal, Investment News, Orlando Sentinel, Longboat Observer, Newsweek, Astral Media, USA Today, ABC, NBC, CBS, FOX affiliates, and more as well as various podcasts.
Mitch was interviewed in the acclaimed documentary movie “Navigating the Fog of Investing”, along with several of the most respected and accomplished titans in the field, including Nobel Prize winners. He is featured on the DVDs “The Seven Deadly Investor Traps”, and “How the Really Smart Money Invests.” And he was Visiting Professor at University of Central Florida.
In addition, Mitch has written 14 books and over 450 articles articles. He has been publisher of several private monthly newsletters: The “Rational Optimist”, and still publishes “The Levin Letter, Business Building Break-Through”, and the email newsletter to 6000 subscribers “Is This Any Way To Run Your Business”.
The great majority of his private clients come through referrals primarily, as well as his writings and speeches at large association gatherings.
Mitch has spoken at events in front of thousands of business owners, surgeons, financial advisors, CPAs, attorneys, brokers, and other professionals, many becoming his clients and referral sources. And he has provided briefings and education to some of the nation’s largest and most prestigious law and accounting firms. He is accredited to provide Continuing Professional Education credits to accountants and attorneys.
Mitch’s unique background, systems, and expertise assures that his interests are aligned with yours. This makes him much sought-after. Mitch’s clients get at least 17.7% more money, net. “Why not you?” Remember, he does this because he wants to, not because he has to. For many of Mitch’s client success examples, check out www.MitchLevin.com. To see if you qualify: Call him now, 24/7, at 888-885-5656, so you can enjoy more. You earned it. You should keep it.
